Premier Internal Client Support Services

Why USI?USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad - and we invite you to learn more.Unrivaled Resources and SupportThe USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.Unique Employee Programs and Deep Community EngagementWe turn care into action with our award-winning wellness program, college scholarships for associates'' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each dustry-Leading Associate Rewards and RecognitionIn addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each mitted to a Diverse and Inclusive Work Environment USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, ''I''m With U,'' advances these initiatives to champion our team members and the communities we serve.Nationally Recognized as a Top Insurance WorkplaceUSI has been recognized as one of:The Top Insurance Employers by Insurance Business America four years in a row (2018-2021)Business Insurance''s 2021 list of Best Places to Work in Insurance for the second year in a rowForbes Best Large Employers in America (2018-2019)Ranked as one of Forbes Best Large Employers in America (2018-2019)General Description: Responsible for managing day to day activities required to support PR Region of Account Managers by managing incoming mail, providing new business support and maintaining the integrity of the client''s electronic files. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Responsibilities:Resource in coordinating the service for existing clients through rating, quoting, mail processing and management of the electronic client fileRespond to internal servicer requests for information, documents, and general inquiries for summaries of Insurance and Renewal ProposalsProduce and monitor various monthly reports to ensure all policies have been renewed in a timely manner as requested by management Assist managers with special projects, as neededMaintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practicesMaintain a high degree of accuracy in agency management and document management systemsWork within USI Personal Lines Initiatives to quote with carriers that offer download, service centers and downloadMaintain good relationships with markets through fair and consistent treatmentManage or assist in book transfersPerform underwriting review and maintain consistent and accurate coding for new business clients and policiesKnowledge, Skills and Abilities:1-3 years experience in Personal Lines InsuranceHigh School GraduateCollege degree preferred, but not requiredStrong written, oral and interpersonal communication skillsAbility to carry out tasks with many concrete and abstract variablesMust be comfortable with internet-based programs as well as intermediate knowledge of Microsoft office productsKnowledge of Sagitta/WorkSmart preferred, but not required.Ability to work in a fast-paced environment with a high degree of accuracySet priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilitiesMaintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contactsAbility to work in a team environmentInteract with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the companyPhysical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including a telephone/headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include; walking, sitting, standing, bending and typing.Analysis of Physical Demands:• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend• Rarely (GLDRLI-AG1LI-HybridUSI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Job ID: 24106

Created: 2025-10-04